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Hot Topics for Private Clients and Family Offices from 2025 Heckerling Institute on Estate Planning – Part One

As is our tradition each January, several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates...more

Three Estate and Gift Tax Strategies to Consider Before Selling Your Business

For a business owner considering the sale of their business, there are two competing goals: maximizing the proceeds from the sale and minimizing the estate and gift taxes that will be due on the owner’s enhanced estate....more

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